You can view peroformance by logging in directly to their custodial website by clicking here.

How do I access performance reporting for my TD Ameritrade accounts?

Once logged into to LifePlan Connect, you'll notice an icon in the menu bar that provides direct access to the performance reporting software.

The first time you click on this icon, you'll be prompted to enter your Orion username and password before clicking connect. Our office has provided you a temporary password for you to set up your account. Please let us know if you need this information again.

Once you are connected, the performance reporting website will open in a new tab in your browser.

The portfolio view is the default overview to access your holdings, performance, and activity. The documents tab will allow you to view custodial statements and run customized reports.

If you have any question, please let us know!

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LifePlan Group is a DBA for LifePlan Investment Advisors, INC, a Registered Investment Advisory Firm with the State of North Carolina; and LifePlan Tax And Insurance Group, INC a firm licensed to sell insurance. The owners of both corporations are Ken Sutherland and Alex Sutherland. This website is for information only and is not an offer to sell or invest in securities, or insurance. We offer services only in States in which we are registered or licensed. Investments can, and do, lose money. We do not give legal or tax advice.